IGM vs ESGV: Holdings Overlap
IGMiShares Expanded Tech Sector ETF
iShares · 288 holdings · $10.7B · as of 2026-03-31
ESGVVanguard Esg U.S. Stock ETF
Vanguard · 1235 holdings · $13.1B · as of 2026-05-31
Holdings snapshots are 61 days apart (IGM: 2026-03-31, ESGV: 2026-05-31). Weights and index membership change between snapshots, so the true current overlap is typically higher than shown. For funds tracking the same index, the gap can be 5–15 points.
How similar are IGM and ESGV?
iShares Expanded Tech Sector ETF (IGM, by iShares) holds 288 positions; Vanguard Esg U.S. Stock ETF (ESGV, by Vanguard) holds 1235. They have 212 holdings in common, and by portfolio weight the two funds are 52.1% identical. In practical terms the pair is moderately overlapping; they share a meaningful core, but each fund adds distinct exposure.
- Overlap by Weight
- 52.1%Sum of the smaller weight of each shared holding
- Shared Holdings
- 212IGM holds 288 · ESGV holds 1235
- Weight in Shared Holdings
- IGM 91%·ESGV 52%Share of each fund's weight in stocks both funds own
Based on each fund's latest official holdings. How is this calculated?
What makes each fund different
Only in IGM
76 of 288 positions (9.2% of the fund) are not held by ESGV. Showing the top 30 by weight.
Sector Breakdown
| Sector | IGM | ESGV |
|---|---|---|
| Information Technology | 82.6% | 41.9% |
| Communication Services | 17.1% | 12.2% |
| Financials | 0.0% | 11.6% |
| Consumer Discretionary | 0.0% | 11.5% |
| Health Care | 0.0% | 9.4% |
| Other Sectors | 0.0% | 12.9% |
Share of each fund's portfolio weight by GICS-style sector, compiled from issuer fund data and our own classification of the holdings, not the issuers' published sector charts.
Performance
| Fund | 1M | YTD | 1Y | 3Y (ann.) | 5Y (ann.) | 10Y (ann.) | Yield |
|---|---|---|---|---|---|---|---|
| IGM | +4.5% | +26.9% | +40.7% | +35.3% | +19.1% | +23.9% | 0.13% |
| ESGV | +3.6% | +13.9% | +23.4% | +21.2% | +11.9% | — | 0.84% |
Total returns including dividends, from adjusted daily closes as of 2026-08-07. 3Y/5Y/10Y are annualized. Yield is trailing-12-month distributions over the last close. Past performance does not predict future results.
Project the growth of $10,000 in IGM vs ESGV →
Shared Holdings(212)
The top 10 shared positions account for 74% of the overlap, led by NVDA, AAPL and MSFT.
 NVDANVIDIA Corp. COM | 8.44% | 8.37% | 8.37% |
|---|---|---|---|
 AAPLApple Inc. COM | 8.76% | 7.62% | 7.62% |
 MSFTMicrosoft Corp. COM | 8.23% | 5.66% | 5.66% |
 GOOGLAlphabet Inc. CAP STK CL A | 4.65% | 3.74% | 3.74% |
 AVGOBroadcom Inc COM | 8.16% | 3.50% | 3.50% |
 GOOGAlphabet Inc. CAP STK CL C | 3.73% | 3.02% | 3.02% |
 METAMeta Platforms, Inc., Class A | 4.17% | 2.34% | 2.34% |
 MUMicron Technology Inc. COM | 2.51% | 1.84% | 1.84% |
 AMDAdvanced Micro Devices Inc. COM | 2.19% | 1.41% | 1.41% |
 INTCIntel Corporation COM | 1.37% | 0.86% | 0.86% |
 CSCOCisco Systems, Inc. COM | 2.02% | 0.81% | 0.81% |
 LRCXLam Research Corporation COM NEW | 1.76% | 0.68% | 0.68% |
 ORCLOracle Corp. COM | 1.65% | 0.64% | 0.64% |
 NFLXNetflix, Inc. COM | 2.68% | 0.62% | 0.62% |
 AMATApplied Materials Inc. COM | 1.79% | 0.60% | 0.60% |
 TXNTexas Instruments Inc. COM | 1.16% | 0.47% | 0.47% |
 QCOMQUALCOMM Inc. COM | 0.91% | 0.45% | 0.45% |
 KLACKLA Corp. COM NEW | 1.27% | 0.43% | 0.43% |
 SNDKSandisk Corporation COM | 0.62% | 0.41% | 0.41% |
 PANWPalo Alto Networks Inc COM | 0.85% | 0.38% | 0.38% |
 STXSeagate Technology Holdings PLC ORD SHS | 0.56% | 0.32% | 0.32% |
 CRWDCrowdstrike Holdings, Inc., Class A | 0.65% | 0.31% | 0.31% |
 WDCWestern Digital Corp. COM | 0.60% | 0.31% | 0.31% |
 CRMSalesforce Inc. COM | 1.15% | 0.30% | 0.30% |
 MRVLMarvell Technology Inc COM | 0.57% | 0.29% | 0.29% |
Frequently Asked Questions
How much do IGM and ESGV overlap?
IGM and ESGV overlap by 52.1% of portfolio weight. They share 212 holdings (IGM holds 288 positions and ESGV holds 1235), based on each fund's latest SEC-reported holdings.
Is it redundant to own both IGM and ESGV?
The two portfolios are 52.1% identical by weight. Owning both is defensible: they share a meaningful core, but each fund adds exposure the other lacks.
What are the biggest shared holdings of IGM and ESGV?
The largest positions held by both funds are NVDA, AAPL, MSFT, GOOGL and AVGO. Together the top 10 shared positions account for 74% of the total overlap.
What does IGM own that ESGV doesn't?
76 positions (9.2% of IGM) are unique to IGM, led by PLTR, IBM and ADI. In the other direction, 1023 positions (47.6% of ESGV) are unique to ESGV.